Reviews written by williamg615
| 12 results - showing 1 - 12 | Results per page: |
Portfolio Management
OK.
|
0 of 0 people found the following review helpful
In my opinion, they have little competition other than certain clearing house proprietary platforms for the price. It's adequate and have no client complaints. They do have a lot of reports that can be added to customize reports. For managed accounts and asset allocation purposes they leave something to be desired.
|
Was this review helpful to you?
|
Financial Planning
Nearly as powerful as Naviplan Extended but with refinements that make planning quicker.
|
3 of 3 people found the following review helpful
I looked around this past year at two or three planning software products. None had the detail of planning I am used to with Naviplan Extended. I actually put them through real life testing with clients. My higher net-worth clients didn't like the output and lack of detail as well as Extended. I suspect Extended users are a fussy lot and nothing I have seen near the price has matched up. By chance I happened to discover Naviplan Select which I had ignored thinking it an update of Standard. Once I got into it I found it very close to the Extended input but with the advantages of some very slick improvements. I was worried it might be dumbed down but such is not the case. I now develop plans quicker and with just as much detail as with Extended. I do think the price is a little high, however. I don't share the view of the first reviewer that it is suitable mainly for simple cases. I can see no difference in the reports it offers and, in fact, I have found some new reports I like very much. The estate planning module could be enhanced but compared to what I've seen elsewhere NaviPlan has by far the best estate planning module of any comprehensive software I've seen. This software provides flexibility to do very simple assessments to complex cash flow planning for affluent and high net-worth individuals. |
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
-
|
Was this review helpful to you?
|
CRM Software
Excellent program. Full featured.
|
0 of 0 people found the following review helpful
have used this for 20 years. Just switched to Redtail due to more interfacing and lower price.
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
good ideas. too much for me to grasp so will have to review the webinar.
|
Was this review helpful to you?
|
Financial Planning
Excellent program with steep learning curve. Not perfect. Good support.
|
0 of 0 people found the following review helpful
I recommend NaviPlan extended to serious planners.
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
-
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
Excellent, Andy. It so happens I had finished ready his book last month. Their story sounds so much like mine on spotting the bear and the current rally I feel like I've found kindred spirits. We were out by late October-November, 2007. Got 100% of our allocations in bonds in June and have dollar cost averaged into equities since then and scheduled to end in May, 2010 unless we see we need to get out soone. -- Bill Garrett
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
-
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
-
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
-
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
-
|
Was this review helpful to you?
|
| 12 results - showing 1 - 12 |
Powered by jReviews